Articles

My daughter and son-in-law are expecting their first child, and my husband and I want to give some money for the child as a gift. What are my options?

There is no accounting for how many heirs an account might need to be divided among in an estate plan. Here are the best practices for how to divide the estate.

The stock market is one of the few places that when things go on sale we are less likely to want to buy.

The classic conversational pastime of answering the question, “What would you do if you won the lottery?” could help you or it could hurt.

This radio interview covers the basics of what investing is, and how to think about investing, especially in U.S. Markets with a constant stream of information available.

There was an interesting article by Joseph Lisanti in Financial Planning Magazine entitled, “Should You Be Building Bond Ladders?” which read in part: As with many strategies, laddering works best for clients with sufficient assets to benefit fully from it. … Read More

What if only enough redistribution were applied so that the top 1% (or whatever top segment) has just 15% of all wealth instead of 40% or whatever it is now?

Government-run lotteries have a sordid and monopolistic past. Should we enforce a separation of sin and state?

Our brains are not wired well for handling the fluctuations in the stock market. Could a financial advisor help?

One goes to bed, while the other sits down to manage the family finances.

The Whiskey Rebellion established the sovereignty of “we the people” to tax and oppress any selected group.

Here is the number one criteria you should use in your fund screen.

Exchange funds, also know as swap funds, can provide investors with one highly appreciated security a way to trade it for an equivalently valued but more diversified portfolio.

Don’t let short term volatility ruin a brilliant long term investment strategy.

There are five ways that both you and the government could make charitable giving more significant.